Generating Proposals
      Back to home
      1. Help Center
      2. Generating Proposals

      Add a new lead or client.

      Add a new lead or client through the agent portal.

      Step 1: Click on "Add a new lead":

      add_a_new_lead

       

      Step 2: Add Basic Lead Information. Filling in Customer Contact details is optional.

      basic_lead_information

       

      Next Step: Choose to keep adding leads (build proposal later) or go right to building a proposal for this lead.

      next_step_build_proposal

       

      Last updated 5/1/2020

      Did this answer your question?